EPG Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

EPG Wealth Management’s Portfolio ETG Stock Details ETG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,417	Closed	-$41K	–	332
2020 Q1	$41K	Sell	3,417 -3,543	-51%	-$57.9K	0.03%	305
2019 Q4	$125K	Buy	+6,960	New	+$119K	0.09%	135

Other funds holding ETG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

EPG Wealth Management's ETG Position: Q2 2020 in Review

EPG Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2020, closing a stake of 3,417 shares — an estimated $41K sold.

EPG Wealth Management first reported a position in ETG in Q4 2019 and held it in 2 quarters. The position peaked at $125K in Q4 2019. 79 funds tracked by Wall St. Rank hold ETG as of Q2 2020.

EPG Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 3,417 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2020, an estimated $41K.
EPG Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $125K in Q4 2019.
79 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.